Implications of Secure 2.0 on Business Retirement Plans

The session will cover key SECURE 2.0 legislative provisions affecting Retirement Plans. Provisions to be discussed include Required Minimum Distributions, starter/startup 401(k), 403(b) plans, catch up contributions and Roth.

Learning Objectives:

1. Understand which SECURE 2.0 provisions may affect existing and new plans
2. Learn consulting opportunities on SECURE 2.0 provisions for different types of plans
3. Learn how new Roth provisions may affect the plan going forward and HNW participants